A: Cap rates. The Index is comprised of a number of constituents, some of which are owned by entities other than PIMCO. Dont blindly trust a commission drive agent. For a more complete description, please ask your insurance professional. Select Max Fixed Deferred Annuity can help serve as a foundation of stability for your retirement portfolio by providing both accumulation and lifetime income options, and also providing for loved ones. PDF Symetra Select 5 Fixed Deferred Annuity - My Annuity Store, Inc. Annuities are distributed by Annuity Resources, LLC. Well answer any questions you have and respect your time. There is a risk of substantial loss of principal. Symetra Life Symetra Select 5 GROP | Earn 3.75% - Annuity Resources This is the guaranteed annual yield, including bonuses if applicable, for the initial guarantee period term, up to the first penalty free full withdrawal window. Minimize Market Risk with a Fixed Index Annuity. Symetra Select 5 Fixed Annuity is an individual modified single-premium fixed deferred annuity issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. Symetra Select 5 Fixed Annuity is an individual modied single-premium xed deferred annuity issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004. You do not plan to use the guaranteed lifetime income feature. Annuities are not offered by the US Government, not government-guaranteed, and are not FDIC insured. S&P, S&P 500, US 500, The 500, iBoxx, iTraxx and CDX are trademarks of S&P Global, Inc. or its affiliates (S&P); Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (Dow Jones); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by Symetra. Symetra offers a variety of annuities. Your information is 100% confidential. We understand annuities can be confusing and that you might have questions. Contract form numbers for most states are ICC11_RC1 or ICC11_RC1/AI. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. The ability to accumulate more through tax-deferred and compounding interest. By submitting this form, you allow us to contact you and agree to our Privacy Policy. A single-premium deferred payout annuity designed to provide guaranteed income later in retirement. JPMorgan may also transact in assets referenced in the JPMorgan Index (or in financial instruments such as derivatives that reference those assets). The JPMorgan ETF Efficiente 5 Index (JPMorgan Index) has been licensed to Symetra Life Insurance Company (the Licensee) for the Licensee's benefit. The Product is not in any way connected to or sponsored, endorsed, sold or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the LSE Group). Payments are accepted in a lump sum or monthly payments up to $1mil without home office approval. 2. Fixed annuities are for conservative investors who want safety, security, and guarantees. Symetra's fixed deferred annuities come with a unique level of flexibility. Symetra: Customer-Centric And Growth-Oriented Flyer, Sumitomo Life And Symetra: Strong And Supportive Parent, JPMorgan ETF Efficiente 5 index performance update, MSCI Emerging Markets index (MXEF) fact sheet, PIMCO Equity Fusion Index (PIMEFI) fact sheet, PIMCO Equity Fusion Index (PIMEFI) brochure, Putnam Dynamic Low Volatility Excess Return Index Fact Sheet, Putnam Dynamic Low Volatility Excess Return Index Brochure. ET, Inquiries / service requestsSymetra Life Insurance CompanyPO Box 34690Seattle, WA 98124-1690, Overnight mailSymetra Life Insurance Company777 108th Ave NE, Suite 1200Bellevue, WA 98004-5135, Premium paymentsSymetra Life Insurance CompanyPO Box 34815Seattle, WA 98124-1815. Symetra Custom 7 Fixed Annuity Fact Sheet Choose the interest rate period that works best for you. It is not deducted from your account value. There are several options. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. All content is for educational purposes only. . If the funds are received after that period the rate might be subject to change and will be the rate in effect at that time. ET. Non-qualified withdrawals have been taxed already, so only interest is taxed. Dependable, guaranteed growth for a set period of time (in this case, for 5 years). To review the Edge Pro annuity with an agent or to receive a free personalized illustration call 800-872-6684 or fill in the "Get My Free Quote" form in the upper right section of this page. You earn interest not only on . No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. Symetra Life Insurance Company started in 1957 as a subsidiary of Safeco. Fixed deferred annuities are considered to be one of the safest types of annuities. Choose an investment amount and well show you how much you can earn. A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3, 5 or 7 years and a 3, 5 or 7 year withdrawal charge schedule. Such persons should seek appropriate professional advice before making any investment. In New York, annuities and life insurance are issued by First Symetra National Life Insurance Company of New York, New York, NY. SSI and SLIC are affiliates and are both located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Get a second opinion. For more complete information about Symetra and Symetra Trek Plus, you should read the prospectus and other documents Symetra has filed with the SEC before purchasing. Links to the most recent versions of popular browsers can be found below. Other state licenses. Symetra also offers a 7 year version of this annuity. Annuity Review of the Symetra Select Max 7 | AnnuityAdvantage Neither the Licensee nor Symetra Edge Elite (individually, the Product) is sponsored, operated, endorsed, recommended, sold or promoted by J.P. Morgan Securities LLC (JPMS) or any of its affiliates (together and individually, JPMorgan). It is not deducted from your account value. A:The Edge Pro 5 annuity is not available in all states. This annuity offers penalty-free interest withdrawals. Fixed deferred annuities - Individuals and Families - Symetra You will preserve your principal and earn a fixed rate of return. You will preserve your principal and earn a fixed rate of return. Symetra Trek Plus has indexed accounts and a fixed account. Symetra Life Insurance Company: Products & Ratings - Annuity.org DISCLAIMER: The information on this website is for educational purposes only. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. Currently, the highest 5 year guarantee period annual yield is 4.25% on premium amounts of $100,000 - $1,000,000. They may offer an annuity to you for sale. The Product contract contains a more detailed description of the limited relationship MSCI has with Symetra Life Insurance Company and any related Products. Reviews are posted at the request of readers so they could see an independent perspective when breaking down the positives and negatives of specific annuity contracts. The ETF Trademark Owners make no representations or warranties to the owners of products utilizing the PIMCO Equity Fusion Index or any member of the public regarding the advisability of purchasing a product utilizing the PIMCO Equity Fusion Index. All content is for educational purposes only. You will preserve your principal and earn a fixed rate of return. Symetra Trek is an individual single-premium deferred annuity contract with index-linked interest options issued by Symetra Life Insurance Company (SLIC). Your email address will not be published. We could earn a higher commission based on sales volume and taking a more active role in the application process. Get the details Pay online Life insurance customer? It's free and there is no obligation. Currently, the highest 5 year guarantee period annual yield is 3.70% on premium amounts of $100,000 - $1,000,000. First Symetra Custom 5 Fixed Annuity is a fixed deferred annuity issued by First Symetra National Life Insurance Company of New York, New York, NY. Includes Guaranteed Return of Purchase Payment (ROP): Guarantees that you will never receive less than the amount you contributed to your annuity, minus any prior withdrawals. Symetra Select 5; Symetra Select 7; Symetra Edge Elite Symetra Edge Frontier Symetra Income Edge; Symetra Trek Plus; Symetra Select Pro A modified single-premium fixed deferred annuity featuring a guaranteed interest rate for 3, 5 or 7 years and a 3, 5 or 7 year withdrawal charge schedule. Features include: The reliability of an interest rate with no exposure to market risk. Need access to most or all of your money within the first several contract years, during the surrender charge period. They may offer an annuity to you for sale. Symetra believes success is guided by their principles of value, transparency, and sustainability. Required fields are marked *. You Can! Financial Professionals - Financial Professionals - Symetra Q: What is the Method for Crediting Interest or Gains? Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. Annuities are not deposits of or guaranteed by any bank and are not insured by the FDIC or any other agency of the U.S. government. Symetra - Individuals and Families Minimum Purchase Payment $10,000 You can add purchase payments of $1,000 or more throughout the first year of your contract. Find a form - Individuals and Families - Symetra Interest would be taxed, but the principal would not. Minimum Purchase Payment $25,000 You can add purchase payments of $1,000 or more throughout the first year of your contract. (M-F, 9-5 EST), Important Notice: The information published at this web site is not intended to be a recommendation to purchase an annuity. The reviews and annuity information on this website may not be current and may not apply in the state you live in. Your email address will not be published. Symetra Life Annuities Reviewed | Annuity Resources Annuities are distributed by Annuity Resources, LLC. Symetra products are sold through a variety of agents, brokers and financial professionals in the USA. All Rights Reserved | Privacy Policy, Independent Review of the Jackson National Life Action One Annuity, Independent Review of the Security Benefit Life ClearLine Annuity, We use cookies to enhance your experience while using our website. The interest rate you earn will vary depending on the amount of premium you deposit (see Rate Details below). This annuity is a premium banded product. Quote Details: Initial Premium: Date of Birth: Tax Bracket: Cetera - Financial Professionals - Symetra The interest rate you earn will vary depending on the amount of premium you deposit (see Rate Details below). Fixed deferred annuities are issued by Symetra Life Insurance Company, 777 108th Ave NE, Suite 1200, Bellevue, WA 98004 and are not available in all U.S. states or any U.S. territory. . Payments are accepted in a lump sum or monthly payments up to $1mil without home office approval. Call 800-872-6684 to find out if it's available in your state. Enter an investment amount to calculate your earnings and account balance over the life of the contract. For questions or assistance, please call 1-800-796-3872, ext. Subscribe to our newsletter and receive our top picks every month. SSI and SLIC are affiliates and are both located at 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. They are located in Bellevue, WA. Non-qualified withdrawals have been taxed already, so only interest is taxed.